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Added: Specific recipients when sending an offer
There is now possibility to select offer recipients directly from the information that is under the customer page ( contacts and invoice recipients).
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All you need is to click on the offer page where it says "Send to recipients" and then from there you click on the “From customer contacts”, it will then pick up the information provided from the customer page.
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You also have the option to “Send copy to myself”, then you will get the copy of the offer you are sending. As well as you can also “ Add new contact” on the offer, this will not override the information that is already on the customer page.
If you have any questions - contact us at [email protected] and we will be glad to help!
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